+137.9%
AXP vs BBAI
-70.8%
+208.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.6% | -1.0% | +1.6% | +0.6% |
| 30D | -4.3% | -10.7% | +6.4% | -4.1% |
| 3M | +4.7% | -32.3% | +37.0% | +5.5% |
| 6M | +9.0% | -31.3% | +40.3% | +9.6% |
| YTD | -11.1% | -45.9% | +34.8% | -10.3% |
| 1Y | +1.3% | -40.0% | +41.3% | +1.8% |
| 3Y | +114.5% | +72.8% | +41.7% | +109.4% |
| 5Y | +118.0% | -70.4% | +188.4% | +108.3% |
| All | +137.9% | -70.8% | +208.7% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling